Viewing Opportunities for an Account

View opportunities for an account.

1. On the home screen, select Accounts.
2. Select an account to view the account fact sheet.
3. Near the bottom of the screen, select Opportunities.
4. Select the opportunity to view its fact sheet.
   1. View items, which are potential sales orders.
      • (Windows Mobile Professional) Select Items.
      • (Windows Mobile Standard) Select Menu > Items.
   2. Select Notes , then Edit to add or edit the notes for this opportunity. For Windows Mobile Standard, select Edit, then scroll down to the Notes field to add or edit.